AVUV — AMERICAN CENTY ETF TR

Ownership history in Meredith Wealth Planning  ·  13 quarters on record

This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in AMERICAN CENTY ETF TR (AVUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
30.05% (2023 Q2)
Avg. % of fund
23.04%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 583,567 +488 +0.1% 17.72% $59.5M $101.72
2025 Q3 ADDED 583,079 +17,480 +3.1% 18.39% $58.0M $98.91
2025 Q2 ADDED 565,599 +86,086 +18.0% 18.71% $51.5M $90.12
2025 Q1 ADDED 479,513 +9,291 +2.0% 18.44% $41.8M $85.82
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVUV price (monthly, adj. close)

Other funds also holding AVUV

As of 2025 Q4 — sorted by position size

Sherrill & Hutchins Financial Advisory, Inc 22.59% QUARRY HILL ADVISORS, LLC 3Y 19.29% Mason Investment Advisory Services, Inc. 13.77% EAGLE WEALTH STRATEGIES LLC 12.87% Team Hewins, LLC 3Y 12.81% WMG Financial Advisors, LLC 3Y 12.58% Valued Wealth Advisors LLC 12.55% SATOVSKY ASSET MANAGEMENT LLC 3Y 12.25% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 11.94% Kondo Wealth Advisors, Inc. 11.89%
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